The Necessity Retail REIT, Inc. Class A Common Stock
RTL was delisted on the 11th of September, 2023.
190 hedge funds and large institutions have $669M invested in The Necessity Retail REIT, Inc. Class A Common Stock in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 67 reducing their positions, and 18 closing their positions.
72% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 18
70% more capital invested
Capital invested by funds: $393M → $669M (+$276M)
7% more funds holding
Funds holding: 178 → 190 (+12)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.3M |
| 2 |
BlackRock
New York
|
+$31.1M |
| 3 |
State Street
Boston,
Massachusetts
|
+$18.5M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$15.9M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$4.26M |
| 2 |
SWM
Sanctuary Wealth Management
Pocatello,
Idaho
|
-$2.78M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$812K |
| 4 |
KM
Kalos Management
Alpharetta,
Georgia
|
-$674K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$513K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TM
201
Titan Managers
Scottsdale,
Arizona
| – | -$16K | -1,449 | Closed |
|
|
DWM
202
Destination Wealth Management
Walnut Creek,
California
| – | -$16K | -1,438 | Closed |
|
|
CIM
203
Centersquare Investment Management
Conshohocken,
Pennsylvania
| – | -$10K | -894 | Closed |
|
|
SMFS
204
Squar Milner Financial Services
Irvine,
California
| – | -$5K | -478 | Closed |
|
205
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$2K | -172 | Closed |
|
|
TRCT
206
Tower Research Capital (TRC)
New York
| – | -$1K | -85 | Closed |
|
|
BWL
207
Bogart Wealth LLC
Mclean,
Virginia
| – | -$73 | -6 | -26% |
|
208
Fidelity Investments
Boston,
Massachusetts
| – | +$61 | +5 | New |
|
RTL Hedge Fund Activity: Q3 2019 in Review
190 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in The Necessity Retail REIT, Inc. Class A Common Stock (RTL) for Q3 2019, worth a combined $669M — up 70% from $393M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new RTL positions and 18 closed out — a net gain of 13 holders — while 63 added to existing stakes and 67 trimmed.
The largest buyer was Vanguard Group, adding an estimated $33.3M. The largest seller was Arrowstreet Capital, cutting an estimated $4.26M.
- 190 institutional investors held The Necessity Retail REIT, Inc. Class A Common Stock (RTL) as of Q3 2019, up from 178 in Q2 2019.
- Funds reported $669M of The Necessity Retail REIT, Inc. Class A Common Stock stock for Q3 2019, up 70% quarter-over-quarter.
- 31 funds opened new The Necessity Retail REIT, Inc. Class A Common Stock positions in Q3 2019 and 18 closed out, a net change of +13 holders.
- The largest The Necessity Retail REIT, Inc. Class A Common Stock buyer in Q3 2019 was Vanguard Group, an estimated $33.3M added.
- The largest The Necessity Retail REIT, Inc. Class A Common Stock seller in Q3 2019 was Arrowstreet Capital, an estimated $4.26M sold.
Based on aggregated 13F filings for Q3 2019.